Most people may not know this, but sales is a calculated stepwise process with the result of each sequence of steps carefully documented. It has phases that must be completed (not always in sequence) to convert a potential lead into a loyal customer. The Sales Workflow Process is essential for the acquisition of new customers and the retention of old ones.

 

It is important that the sales team is aware of this workflow and knows to execute the required phase for a given client. The sales team must be educated on this process to maximize the output of their work and generate the maximum income for the company. To do that, you must present this process to them; with a PowerPoint presentation.

 

Before we tour the PPT Templates, are you looking for a comprehensive module to train your sales team and improve their performance? Access our Sales Training Curriculum with content-ready, well-researched slides that will make your training program a terrific success!

 

Comprehensive Curriculum for Sales Training PPT

 

Click Here to Download our Comprehensive Curriculum for Sales Training

 

Creating a presentation is hard work that wastes your time and energy that could be used elsewhere. With that in mind, SlideTeam brings you the Top Five Sales Workflow Templates to help you equip the team with the tools for success. Mind you, the sales process is a long-winded one, but the rewards are also amazing in terms of customer support you can curate for the company. Let’s look at these PPT Layouts now!

 

Template 1: Sales Process Map Presentation Pictures

 

Present the sales funnel to the stakeholders and the progress made in it. Use this PPT Slide to showcase how well the sales process is being used by the sales team and the impact it has on revenue. Download it from the link below.

 

Sales process map presentation pictures

 

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Template 2: Sales Process Flow Customer Sales and Fulfilment

 

Use this PowerPoint Layout Chart to educate your team on the stages of the sales process with its emphasis on the customer, sales, fulfillment, and payment in the verticals department. Horizontally, present the activities being conducted to complete each stage of the process. Download this PPT Slide now and simplify your sales meetings to a substantial degree.

 

Sales process flow customer sales and fulfilments

 

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Template 3: Swimlane Flowchart for Sales Process

 

Showcase tasks that all parties to any sales process have to perform to make this critical business function click. Of course, the parts of the piece are customer, sales, stock, and finance. Use this PPT Theme to understand where the company stands with a particular product or customer and rectify, or resolve to address, any issues that are noticed. Download it now.

 

Swimlane flowchart for sales process

 

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Template 4: Team Workflow for Customer Sales Order

 

Display how a customer’s sales order is processed between them and the company and the teamwork it takes for the process to take hold and work in a systematic manner. Showcase what it takes to complete a client’s order through departments such as sales, management, and finance. Download this template here.

 

Team workflow for customer sales order

 

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Template 5: One-Pager Pre-Sales Workflow Sheet Presentation Report Infographic 

 

This PPT Infographic is perfect for providing a quick view of the pre-sales workflow on one page. From product awareness to sales growth, showcase the phases through which the customer is taken to ensure an increase in revenue through sales. Product awareness, onboarding, impact, and finally sales growth are all covered to help you make the optimum use of this 100% customizable template. Get this template now.

 

One pager pre sales workflow sheet presentation report infographic ppt pdf document

 

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One Step After the Other, or Not

 

As a member of the sales team, a sales workflow provides you with the tools and guidance to do your job well. Sales is one of the most, if not the most important revenue generator for a company. To ensure the team succeeds, use our Sales Workflow Templates to present and share these tools and guidance with your team and colleagues.

 

FAQs on Sales Workflow

 

What is a sales workflow?

 

A sales workflow is a series of steps that a salesperson goes through to sell a product or service successfully. It can involve identifying potential customers, researching their needs, presenting a solution, negotiating terms, and closing the sale. The specific steps in a sales workflow will vary depending on the industry, the product or service being sold, and the preferences of the salesperson or organization.

 

What are the seven steps in the sales process?

 

The seven steps in the sales process are:

 

  1. Prospecting: Identifying potential customers who are likely to be interested in the product or service being sold.
  2. Pre-approach: Research the potential customer and prepare for the sales pitch.
  3. Approach: Initiating contact with the potential customer and introducing yourself and the product or service.
  4. Presentation: Providing information about the product or service and demonstrating how it can meet the customer’s needs.
  5. Handling objections: Anticipating and addressing any objections or concerns the customer may have about the product or service.
  6. Closing: Asking the customer to make a purchase and finalizing the details of the sale.
  7. Follow-up: Staying in touch with the customer after the sale to ensure their satisfaction and identify any additional opportunities for future sales.

 

These steps are not necessarily followed in a linear fashion and may coincide or be followed in your own zig-zag fashion, depending on the specific circumstances of the sales. The goal of the sales process is to communicate the value of the product or service to the customer and persuade them to make a purchase.

 

How do you create a sales workflow?

 

To create a sales workflow, follow these steps:

 

  1. Define the goal of the workflow: Clearly articulate what the goal of the sales workflow is. For example, is it to generate leads, close more sales, or improve customer satisfaction?
  2. Identify the steps involved: Determine what steps are necessary to achieve the goal of the workflow. These steps will depend on the specific needs and goals of your organization and the industry. Some common steps in a sales workflow include prospecting, pre-approach, presentation, handling objections, closing, and follow-up.
  3. Assign responsibilities: Determine who will be responsible for each step in the workflow. This might include individual salespeople, sales teams, or other departments such as marketing or customer service.
  4. Establish metrics: Determine how you will measure the effectiveness of the workflow. This might include metrics such as the number of leads generated, the conversion rate of leads to sales, or customer satisfaction scores.
  5. Implement the workflow: Put the workflow into action by training your sales team on the steps involved and tools or processes.
  6. Review and optimize: Regularly review the workflow to see how it is performing and refine the process for efficiency and effectiveness.

 

Keep in mind that a sales workflow is a living document that should be regularly reviewed and updated as needed to ensure that it is meeting the needs of your organization and helping you achieve your sales goals.